Trust
We are held to a fiduciary standard. This means that we are required to act in your best interest at all times, without exception. We believe that the fiduciary standard of care is the best way to establish trust and to build a mutually beneficial, long-term working relationship.
Transparency
As a fee-only firm, the only compensation we receive comes directly from you, the Client. And all of our compensation is disclosed to you in writing. This transparency eliminates the need to worry about conflicts of interest like hidden commissions, referral fees, kickbacks, or other third-party compensation.
Independence
We are not affiliated with any bank, brokerage firm, or insurance company. This independence removes limits on our ability to pursue what’s in your best interest and gives us the freedom to recommend any product or service you need.
